About Me
Going on 7 years working alongside a local CPA. Fourteen years in operations before that. Now I help small business owners build the financial systems that actually make sense.
My belief is simple: Clear numbers are the result of great systems. When your financial infrastructure is solid, the insights follow naturally.
For 14 years, I managed the complex operations of a multi-million dollar company. I saw firsthand how easily a business can lose track of its health without proper financial infrastructure. The companies that thrived weren't just lucky. They had systems.
For going on 7 years now, I've also worked as an accounting analyst with a local CPA who serves a wide variety of businesses. SaaS startups, wineries, retail shops, consultants. You name it, I've probably seen it. That experience taught me something invaluable: every business is different, and cookie-cutter solutions don't work.
From SaaS companies tracking MRR to wineries managing inventory across multiple vintages, I've worked with businesses that look nothing alike. That breadth means I can adapt to your situation, not force you into a template.
I know a lot of bookkeepers run the other direction when inventory comes up. Not me. If you've got products, raw materials, or anything that needs tracking, I'm comfortable in that world and actually enjoy the puzzle of getting it right.
I can help you build good systems from scratch, or I can help you clean up a mess and get you on the right track. Sometimes it's both. The point is meeting you where you are.
I don't just record transactions. I apply fundamental accounting logic to ensure your records are GAAP-compliant, audit-ready, and transparent.
A bookkeeper records the past. An analyst builds your future. When you work with me, you're not just getting someone to categorize transactions. You're getting a strategic partner who understands how financial data drives business decisions.
Every engagement begins with a deep-dive Systems & Operations Audit. I review your current tech stack and internal protocols to identify leaks and bottlenecks. Whether we move forward with monthly management or not, you walk away with a clear roadmap.
The goal isn't just organized books. It's a financial operation that runs like a machine, giving you the clarity and confidence to scale.
I understand that no two businesses are the same. Your challenges, your goals, your "mess" (if you have one). It's all unique to you. I genuinely love working with people to help them figure it out, whatever "it" happens to be.
I'm based in Sonoma County, California, where I work with local businesses in person. I also serve clients nationwide through virtual bookkeeping services. Same attention to detail, same strategic approach, wherever you are.
If you're ready for more than data entry. If you want systems, insights, and an analytical partner who understands the "why" behind your numbers. Let's talk.
Your business deserves that level of support.
These aren't just values I talk about. They're how I run my business every single day.
Your financial information is sacred. I treat it with the highest level of security and discretion, always.
No confusing jargon or complicated explanations. I'll make sure you understand your numbers in plain English.
Your business is unique, and your bookkeeping should be too. I create solutions that work for your specific needs.
I combine expert knowledge with smart systems to save you time while keeping your books pristine.
I'm invested in your success. When your business grows, I celebrate with you. That's what partnership looks like.
Behind on your books? Overwhelmed? That's okay. We'll get you caught up together. No shame, just solutions.
Let's talk about how BalanceWise Books can help you take control of your finances and get back to doing what you love.
Tell Me About Your Business